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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (6749)	4/15/1999 2:55:00 AM
From: Bill Zeman	of 78670

Paul Regarding MI, I hear what you are saying. You don't think the bottom is going to drop out of the electronics distributing business? I guess that doesn't seem too likely. What is making up the bulk of that big $22/share book value? That's what I'd like to know. Bill Zeman

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